In your practice, there may be times when you need to edit details for multiple appointments at once, such as changing the appointment status or appointment location. You can apply a bulk update instead of editing each individual appointment separately.
To create a list of appointments to update, run an appointment report.
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Click Reports > Appointment.
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On the top right, click New Report.
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Set your parameters for the appointment list you want to generate. (For information about report types, see article: Guide to Appointment reports)
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Click Run.
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In the report results, tick the checkbox for each appointment you want to apply the bulk update.
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On the upper right, click Update, then click Appointment Status.
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In the pop-up, select the appointment status you want to apply to the selected appointments, then click Save.
You have successfully updated the appointment status for the selected appointments.
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Click Reports > Appointment.
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On the top right, click New Report.
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Select a Practitioner and Location. (Important: You can apply a bulk update only to appointments with the same practitioner and appointment location.)
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Set your parameters for the appointment list you want to generate. (For information about report types, see article: Guide to Appointment reports)
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Click Run.
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In the report results, tick the checkbox for each appointment you want to apply the bulk update.
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On the upper right, click Update, then click Appointment Location.
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In the pop-up, select the appointment location you want to apply to the selected appointments, then click Save.
You have successfully updated the appointment location for the selected appointments.
Updated